Stock Movers

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Constellation Energy (CEG) shares are higher on news Google and Constellation Energy announced a long-term deal to bring 890 MW of new nuclear capacity on the PJM grid in Illinois, Pennsylvania and New Jersey.
- Option Care Health (OPCH) shares jumped after the Financial Times reports that McKesson and PE firm Clayton Dubilier & Rice are closing in on a deal to buy the provider of medical infusion services, that would value the business at more than $5b including debt.
- Seagate Technology Holdings (STX) shares are moving on news it and Toshiba are competing to acquire TDK Corp.'s magnetic-heads business for hard-disk drives. A deal would give the winner more pricing power and could limit the ability of its rivals to ramp up output in the increasingly important AI data center landscape.
- Nike (NKE) is moving on after it was downgraded to sell from hold at Berenberg, which sees another 19% downside for the shares amid challenges with its position in the sportswear market and in China.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Genmab and AbbVie’s epcoritamab & R-CHOP combination for Diffuse large B-cell lymphoma cut the risk of disease progression or death by 51%, according to phase 3 topline data. Analysts say the positive results help de-risk sales expectations, with progression-free survival rate ahead of expected bar.
- BPCE acquired a stake of about 7% in Spain’s Banco Sabadell SA as Chief Executive Officer Nicolas Namias seeks to expand business outside the French home market.
- Vend Marketplaces shares fall as much as 9.7% as Nordea analysts downgrade the stock to sell from buy on the risk that consumers using AI agents to access inventory could cause the classifieds platform to lose control of traffic and monetization.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Genmab and AbbVie’s epcoritamab & R-CHOP combination for Diffuse large B-cell lymphoma cut the risk of disease progression or death by 51%, according to phase 3 topline data. Analysts say the positive results help de-risk sales expectations, with progression-free survival rate ahead of expected bar.
- BPCE acquired a stake of about 7% in Spain’s Banco Sabadell SA as Chief Executive Officer Nicolas Namias seeks to expand business outside the French home market.
- Vend Marketplaces shares fall as much as 9.7% as Nordea analysts downgrade the stock to sell from buy on the risk that consumers using AI agents to access inventory could cause the classifieds platform to lose control of traffic and monetization.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- TDK shares are up as much as 6.4% after strong gains yesterday, as traders put money into niche corners of the AI ecosystem including component makers and stocks linked to the data center build-out.
- Asian Defense stocks such as Hyundai Rotem are down despite ongoing global conflicts, mirroring the drawdown in US defense names amid speculation that after the midterm elections there could be pressure to reduce military spending around the world.
- Chinese tech names are finally have a good day as Huawei's LogicFolding chips get the validation of a licensing agreement with Qualcomm.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:

- Elon Musk’s SpaceX (SPCX) is proposing to build a natural gas pipeline in Florida to deliver fuel for its Starship rockets launched from Cape Canaveral. The pipeline would serve SpaceX facilities and meet the company’s growing need for gas, which it liquefies to use as rocket fuel. SpaceX uses methane, the primary component in natural gas, in liquid form as a propellant for its Starship rockets and currently receives trucked deliveries of liquefied natural gas. Also, shares gained 5.1% after Morgan Stanley analysts say Elon Musk’s satellite, space and AI conglomerate is one of the cheapest ways to play “the strong optionality” of the space and intelligence economy.

- Block & Leviton is investigating Lennar Corporation (LEN) for potential securities law violations. Millrose was spun off from Lennar in 2025. Despite the separation, the companies continue to have significant business and other relationships, and the Miller family, which is closely associated with Lennar, holds substantial voting power at Millrose. As a result, Lennar Corp. fell 6.7%.

- CH Robinson Worldwide (CHRW) shares fall 13%, the most intraday since late July, after the freight broker announced an agreement to acquire peer RXO in a stock-and-cash deal valued at about $5.8 billion. RXO shares jump 22%, the most intraday since June 2024. The deal represents a 29% premium to RXO’s closing price on Friday. BI analyst Lee Klaskow writes that the purchase combines the No. 1 and 3 brokers and furthers Robinson’s position as the largest North American broker by revenue
See omnystudio.com/listener for privacy information.